Community
Showing results for 
Search instead for 
Do you mean 
Comments
by Bronze Super Contributor jimdurkin
‎02-18-2015 07:04 AM - edited ‎02-18-2015 07:05 AM

We developed an add-on Smart Notes which has this functionality.

 

Here is the help topic: http://durkincomputing.com/support/smart_notes.htm

 

Smart_notes_Personal.png

You can create conditional notes or simple create a manually note. Each time the record is accessed these notes pop forward. The user needs to slide the note to the side to read the contact information.

 

Hope this helps

-- Jim Durkin

 

by Silver Elite Contributor
on ‎03-04-2015 02:48 AM

I like Smart Notes.

 

Another option is to add a Memo field ("Trivia", below) to the contact record and set the font to large + red.

 

You can then add the notes you want and they will be instantly visible to anyone opening that contact (or Company) record.

 

VIP.jpg

by tradebox
on ‎03-04-2015 02:58 AM

Thanks guys. I've started testing Smart Notes and it does exactly what I want. Simple but powerful.

Labels